Leaving your CRM? We’ll move you.
Free data move, a switching plan made for your team, and a free pilot next to your current CRM before you commit.
Where are you coming from?
A switch in four steps
A 30-minute call about your current CRM and what has to come with you.
- You
- Show us how your team uses your CRM today.
- We
- Look at your records, pipelines and setup, and note what needs care.
- Cost
- Free
We map your fields, stages, pipelines and history to Capable, and give you a timeline estimate for your team.
- You
- Review the mapping and approve it.
- We
- Write the plan, list what needs work by hand, and estimate how long the move takes.
- Cost
- Free
Your team tries Capable on real work while your current CRM keeps running. Nothing is switched off.
- You
- Work real deals in Capable and tell us what's missing.
- We
- Load your data, help your team get started and fix what comes up.
- Cost
- Free
Both running. Nothing switched off. We move everything over, and you cancel your old CRM on your own schedule.
- You
- Pick the day, and cancel your old CRM when it suits you.
- We
- Run the final move and check every record count with you.
- Cost
- Your normal Capable plan starts
What usually goes wrong, and what we do about it
- Data that doesn't map cleanly
- We map every field with you before anything moves, and you approve the mapping.
- Losing history
- Notes, tasks and logged activity come with you with their original dates, so the timeline on each deal stays intact.
- The team doesn't adopt it
- The pilot runs on real work next to your old CRM. If it doesn't stick, you haven't lost anything.
- Getting stuck in a contract
- Run the pilot now and switch when your contract ends.
Join the companies switching from their CRM to Capable.
The move and the pilot are free. 14 days free. No card needed.Do I have to cancel my old CRM first?
No. The pilot runs next to it, and we make the switch once your team is working in Capable. You cancel the old CRM on your own schedule.
How much does switching cost?
The move and the pilot are free. You start paying your normal Capable plan when you switch.
How long does it take?
It depends on how much data and setup you have. You get an estimate in your switching plan after the intro call.
What happens to our history?
Notes, tasks and logged calls, emails and meetings come with you as activity on the right records, with their original dates. Files, the full text of emails and anything your export doesn't contain are planned with you in your switching plan.
Will my team have to learn a new tool?
They can keep working through Claude or ChatGPT, or use Capable's web app.